Archive for the 'My Investments' Category


Portfolio B: LUV Out, WFR In

Friday, October 26th, 2007

I wrote up WFR in my blog on NestEggr. Little did I know it was likely one of my most prescient picks in a long time. Unfortunately, I didn’t set my buy until this morning and at that point the stock had already gapped up over 15%! No matter, this is just the catalyst that […]

One Final Purchase

Friday, September 28th, 2007

Friday is typically my day for the “Week in Review Post” and it seems I’m now going to skip it twice. I think the flurry of buying this week probably is enough of a commentary on what I think about the markets over the last few weeks. And, hopefully, reading my thoughts on particular stock […]

Another Day Another Trade

Thursday, September 27th, 2007

And, another health care provider. I don’t know why these insurers are all popping up on my radar these days. But, who am I say to say no to beautiful charts, solid cash flow, and P/E ratios so reasonable? Today’s trading finishes my planned reallocation within Portfolio A, at least for the time being. As […]

New Positions for Portfolio B

Wednesday, September 26th, 2007

Well, it seems that with so much fun to be had in the stock markets, my friend has decided to add funds to portfolio B. Just to review, the strategy in Portfolio B is equally weighted and stock selection is done on a more fundamental basis than in Portfolio A. Buy points are made on […]

Trading Lot

Tuesday, September 25th, 2007

Well, with markets relatively stable and opportunities aplenty, I have injected cash into Portfolio A so as to take advantage of the current market climate. I have yet to pare down my trading lot in Piper Jaffray, but am trading like I have given that I have my finger on the sell button.
So, what did […]

Curious Investments Update

Wednesday, September 19th, 2007

With the Fed rate cut yesterday, it seems that the market has received just the catalyst that I’ve been waiting for. I’ve always felt that, at worst, the subprime crisis would result in a soft landing for the economy but not a recession and surely not a depression. Now, with the added impetus of lower […]


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